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Obtain your CPE Certificate issued in 2019 or earlier

Your certificates for Continuing Professional Education (CPE) credits earned from attending qualifying Thomson Reuters training courses or events are available on our website. For details about product learning and to register for classes, see the Professional Services page on our website.
To access a copy of your CPE certificate, complete the following steps:
  1. Log in to My Account. If you do not have an account on tax.tr.com, you'll need to create one.
  2. Select
    CPE Certificate
    .
  3. Select the date range for your courses from the drop-down list.
  4. To narrow your search to a specific course, enter the course title in the
    Program Name
     field (this is an optional field).
  5. Select Search to initiate your search, and then locate your course in the search results list.
  6. Select View or Download in the
    Certificate
     column to generate your certificate.
    • If you do not see the certificate you need:
      • Make sure you've chosen the correct dates for your training. Certificates are only available for credits earned up to three years prior to today's date.
      • Remove the name of the course to broaden your search.
      • If you still do not see your certificate, email our Customer Support Team for assistance.

Special information

  • Upon course completion, allow seven business days (30 for Synergy conference) for your CPE certificate to be available for download.
  • Thomson Reuters does not report earned CPE to the IRS on your behalf.
  • If your Thomson Reuters ID has administrative permissions, you're able to search for CPE certificates associated with any individual on your firm's contact list. Just mark the appropriate staff members listed in the
    Participant Field
    .
  • If your Thomson Reuters ID does not have administrative permissions, the
    Participant Field
     only displays your name.
Synergy information
  • Per NASBA standards, CPE credit is awarded based on minutes attended, which is tracked using data provided by your RFID name badge. If you arrived to a class late, left early, or left for any portion of the session, the number of minutes attended are reduced. If you have questions about the amount of CPE credit granted, email our Customer Support team for additional assistance.
  • If you did not have an RFID name badge, CPE credit is also awarded from manually signed paper attendance sheets. Note that CPE credit cannot be adjusted for classes where attendance wasn't captured.
  • Online certificates are not available for Synergy conferences held before Synergy 2017. Certificates and CPE information for conferences prior to 2017 are available through that year's conference app. To request a blank copy of a prior year's CPE form email our Customer Support team.

This article applies to:

  • Product: Accounting CS, Account management